DGRW vs VTI
DGRW vs VTI
WisdomTree US Quality Dividend Growth Fund vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | DGRW | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.28% | 0.03% | |
| AUM | $16.6B | $663.5B | |
| Dividend Yield | 1.27% | 1.07% | |
| Holdings | 197 | 3,543 | |
| YTD Return | +8.19% | +10.14% | |
| 1Y Return | +14.83% | +19.82% | |
| 3Y Return (annualized) | +13.98% | +18.94% | |
| 5Y Return (annualized) | +11.46% | +11.79% | |
| Volatility (annualized) | 13.5% | 15.4% | |
| Max Drawdown | -32.2% | -56.6% | |
| Fund Family | WisdomTree Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 22, 2013 | May 24, 2001 |
DGRW vs VTI Performance
WisdomTree US Quality Dividend Growth Fund (DGRW) is a ETF from WisdomTree Investments and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year DGRW returned +14.83% while VTI returned +19.82%. Year to date, DGRW is up 8.19% versus a gain of 10.14% for VTI.
Over three years, DGRW compounded at +13.98% per year against +18.94% for VTI; over five years the annualized figures are +11.46% and +11.79% respectively. Across the full 13-year window we track, DGRW has the edge at +11.63% annualized vs +7.99%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 13.5% for DGRW. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -32.2% for DGRW and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
DGRW charges 0.28% per year while VTI charges 0.03%. On a $10,000 position that is $28 vs $3 annually, a gap of $25 per year that compounds over a long holding period. On income, DGRW currently yields 1.27% against 1.07% for VTI.
Holdings Overlap
DGRW and VTI share 164 holdings out of 2814 unique holdings combined, representing a 43.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in DGRW | Weight in VTI | Difference |
|---|---|---|---|
| NVDA | 7.54% | 6.32% | 1.22% |
| AAPL | 5.49% | 5.84% | 0.35% |
| MSFT | 4.73% | 3.81% | 0.92% |
| GOOG | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| XOM | Pro | Pro | Pro |
| KO | Pro | Pro | Pro |
| HD | Pro | Pro | Pro |
| JNJ | Pro | Pro | Pro |
See all 10 holdings DGRW shares with VTI Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, DGRW or VTI?
DGRW has an expense ratio of 0.28% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $25 per year of difference.
Which performed better, DGRW or VTI?
Over the past year DGRW returned +14.83% vs +19.82% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (13 years), DGRW annualized +11.63% vs +7.99% for VTI. Past performance does not guarantee future results.
Which is riskier, DGRW or VTI?
VTI has been the more volatile fund at 15.4% annualized versus 13.5% for DGRW. Worst drawdown: DGRW -32.2% vs VTI -56.6%.
Should I hold both DGRW and VTI?
DGRW and VTI have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between DGRW and VTI?
DGRW and VTI share 164 common holdings with a 43.4% weight overlap. Combined, they hold 2814 unique securities.
Which pays a higher dividend, DGRW or VTI?
DGRW yields 1.27% while VTI yields 1.07%, so DGRW currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.